Mon, Nov 2, 202610 companies covered10 teardowns publishedEvery number from the companies' own filings
Coverage
| NVDANVIDIA | +66.9% | 60.4% |
| SNOWSnowflake | +51.2% | -30.6% |
| DDOGDatadog | +41.5% | -1.3% |
| CRWDCrowdStrike | +40.6% | -6.1% |
| NETCloudflare | +38.1% | -9.6% |
| NOWServiceNow | +24.1% | 13.7% |
| GOOGLAlphabet | +17.2% | 32.0% |
| MSFTMicrosoft | +14.6% | 46.8% |
| ADBEAdobe | +13.1% | 36.6% |
| AAPLApple | +8.7% | 32.0% |
Updates
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How we rate
Technology edge
How hard is the product to build again?
Switching costs
How hard is it for a customer to leave?
Growth runway
How much room is left, and how fast can it be taken?
Profitability
How much of each dollar of revenue becomes cash for owners?
Capital allocation
Does management spend owners' money well, dilution included?
Five axes rate the business, each scored out of ten with its reason and read on its own. The figures come from the company's own 10-Ks, computed in code, each linked to its filing or shown with its formula. A teardown is revised as the business changes, and each revision says what changed and why.